Provision of Budget Software for Multi-Academy Trust

Concepts

• multi-academy trust
• bradford diocesan academies trust
• bradford
• financial analysis and accounting
• bdat
• software package
• provision of budget software
• budget software requirements
• budget parameters
• budget forecasting

Location

Description

Bradford Diocesan Academies Trust (BDAT) is a Multi-Academy Trust based in Bradford providing education for young people between the ages 2-18. In line with public procurement regulations the Trust is tendering for the provision of budget software. The initial contract will be for 3 years, with the option to extend for another 2 years. The system needs to be in place by 31st January 2024. Budget Software requirements include: MAT oversight; Budget parameters that can be controlled and set centrally; cloud-based system with live updates; access all data from one security access; updates applied globally at same time; exportable data into Excel; importable data for new schools or payroll updates; compatible with Finance software (IRIS PSF) upload budget into finance system. Reports to be available: Payroll reconciliation; Trust and School level reports for budget forecasting and 3 year budgets; reports to be compatible with ESFA data requirements.

CPV Codes

• 48440000 - Financial analysis and accounting software package
• 72590000 - Computer-related professional services

Indicators

• Contract is suitable for SMEs.

Other Information

Budget software support requirements: Telephone/email/live chat support; support for school level and Trust; training available for new users; system functionality manual; quick response to queries. Further information can be found on the following link: https://www.bdat-academies.org/wp-content/uploads/2023/07/BDAT-Budget-Tender-JUL... BDAT Budget Software - Invitation to Tender https://www.bdat-academies.org/wp-content/uploads/2023/07/BDAT-Budget-Tender-JUL... BDAT Budget Software - Invitation to Tender Budget Tender ITT.pdf